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psctlin
Frequent Visitor

Get measures in matrix based on different dates assigned to quarter

Hello everyone,

 

I'm trying to visualize the count per quarters for some measures in a matrix, the complexity for me coming from the fact each measure object relies on different dates. 

 

psctlin_0-1684931880865.png

 

Requests/Incidents/Closed are measures which calculate count based on some filters.

Ie. Requests = CALCULATE(COUNTROWS(Requests),FILTER(Requests,Request[Status.lookupvalue]= "Request"))

     Incidents = COUNTAX(FILTER (Requests, Requests[Status.lookupvalue]= "Incident in progress"), [Incident number])

 

In its lifecycle, each requests gets a date associated as follows:

 

Requests  are getting a Request Date at submission time
Incidents are getting an Incident Date  at time of promotion from Request to Incident
Closed getting Solved Date at resolution

 

I need to visualize the count of each type of entry per quarter based on the dates associated to each status:

- If the entry is still a request the Request Date must be used when associated to correct Q.
- If the request has been promoted to incident the Incident date must be used when associated to Q
- If the incident has been closed the Solved Date  must be used when associated to Q.

 

I currently having simple Quarter table with a relation ship to the Request Date. 

Quarter = DATATABLE(

        "Quarter",STRING,
        {{"Q1"},{"Q2"},{"Q3"},{"Q4"}}
)

 

Is not enough as for Request 1 created in Nov-22 but already promoted to incident in Feb-23 (Q1) it will be shown in Q4 (per visualization above) given the relationship to Request Date. It should be shown in Q1 using the Incident Date. Can I use different relatioships for the various dates and display counts in same aggregated quarter matrix? 

 

Main table example:

 

Request  NameRequest DateStatusIncident NumberIncident DateSolved date
Request 1Nov-22Incident in progressI001Feb-23n/a
Request 2Jan-23Incident in progressI002Feb-23n/a
Request 3Jan-23Incident in progressI003Feb-23n/a
Request 4Jan-23Incident in progressI004Feb-23n/a
Request 5Jan-23Incident in progressI005Feb-23n/a
Request 6Jan-23Incident in progressI006Feb-23n/a
Request 7Jan-23Incident in progressI007Feb-23n/a
Request 8Jan-23Incident in progressI008Feb-23n/a
Request 9Jan-23Incident in progressI009May-23n/a
Request 10Jan-23Incident in progressI010May-23n/a
Request 11Jan-23Incident in progressI011May-23n/a
Request 12Jan-23Incident in progressI012May-23n/a
Request 13Jan-23Incident in progressI013May-23n/a
Request 14Jan-23Incident in progressI014May-23n/a
Request 15Jan-23Incident in progressI015May-23n/a
1 ACCEPTED SOLUTION
psctlin
Frequent Visitor

Creating a new custom column with condition to populate the value based on the date presence and from it to extract quarter did the trick, in case it might help anybody else. Cheers!

View solution in original post

1 REPLY 1
psctlin
Frequent Visitor

Creating a new custom column with condition to populate the value based on the date presence and from it to extract quarter did the trick, in case it might help anybody else. Cheers!

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